Note: This article presumes, you've created a Chameleon account, downloaded our Chrome Extension, and built your first Experience. The information in the article was covered in this webinar recording above.
Before activating your Experience, it's important to ensure it looks and behaves exactly as you intend. To do this, Chameleon provides you with a Preview mode, to allow you to simulate how your Experiences looks and behaves.
When building any parts of your Experience, you can quickly and easily toggle the preview mode on. This will take you out of the editing mode, and you'll see a live preview, where you can interact with the components of your Experience.
You can navigate the Experience and your product as normal. Experiences will only show when the Trigger criteria are met (correct URL and any element match/click you have set). The top bar will provide helpful messages if the Experience is not configured to show on the current page.
Preview mode is the quickest and easiest way to see how your Experience behaves. All configurations (such as the button, dismiss, media etc.) will behave as for end users. Here are some helpful things to check for:
Does the full Experience flow look as you intended, with the correct copy and design?
Are Experiences located on the correct pages and positioned as you desired?
Do Experiences appear in the correct order and can you navigate with ease?
(Note: for Tours spanning across pages, users will only be redirected if you configure the Step button to launch a specific URL or click an element.)
Is it easy and enjoyable for a user to progress through your Experience?
Once you have thoroughly checked that your Experience is working correctly, then you can test it live by exiting the Builder and opening the URL where your Experience should show. This can help you evaluate your audience targeting and the composite user experience across all Experiences you have live.
Showing an Experience to just yourself
Once Chameleon is installed on your site, you can proceed with testing it live.
While building your Experience, you can set the target audience to show it to just yourself. Once you're confident then you can adjust this to display to others and "Apply Edits".
If you select the Target Audience as Just Me then it will only show live to you.
You can use this to activate an Experience directly on your Production environment, without affecting the UX of any other user, to make it easier and quicker to deploy to others after testing.
Note: When testing your Experience live, beware of the defined recurrence settings. In case the Experience is set to not repeat, you will only be able to see it live once. To work around this, you can clear your user history.
Clearing your user data
Depending on the configurations of your Experience, you might not be able to see it more than once.
However, you might also want to test live some cool modifications you applied to this super new and effective onboarding process. In this case, you will need to clear your user history to be able to see this Experience with fresh eyes.
To do this, go to the Chameleon Dashboard, find your user profile, and click the refresh icon.
Sharing the Experience with your colleagues
Once you're happy with your Experience, you may want to get some second opinions from your colleagues. To do this, follow these steps:
Invite them to your Chameleon account.
They will receive an email with a verification link. Once they click that and sign in to trychameleon.com they will be considered another Admin user. They will then be able to see the Chameleon Builder wherever the Chameleon code snippet is installed.
Update your Experience's target audience
Change your target audience from Just Me to Chameleon Admins, and Apply Edits to your Experience. This will mean that the live version will only go to your colleagues that are logged into trychameleon.com
Share with anyone at your company and beyond
To share an Experience more broadly with anyone at your company, you can define an audience that targets your team members based on the email domain. This will enable it for everyone that has an email address with the same domain as yours.
Note: For this to work, you must be sending the email as a user property as part of your Chameleon installation. Learn how to do that here.
Note: For Tours, you can also share via a unique URL for each Tour. This requires that the first step of your tour has a URL that can be loaded. This may be more complicated if you have dynamic components to the URL (such as user ID or account name). Learn how to handle this here.
Final steps to activate
Once you've tested and you're happy with how the Experience triggers, looks and behaves, then you can set the ideal target audience and Apply Edits to the live Experience.
You can use a combination of user properties, events, tour history, and other factors to target users that will find this Experience most relevant and engaging.